Add, edit, deactivate, and reactivate users

This article provides information on adding, editing, deactivating, and reactivating your company's users.


You can find the list of your company's users on the Setup > Users page.

The page is only available to Admin users. As such, only Admin users can add, edit, deactivate, or reactivate their company's users.

Each company has a user who has Admin rights. If you do not know your Admin, email for assistance.

Add a user

1. On the Setup > Users page, click Add New to add a new user.

Add New on Users page

2. Enter the new user's information in the required fields (marked with a red asterisk) and click Save. The new user will receive an email notification and will be able to change their password.

Adding new user

Edit or deactivate a user

  • To edit the profile of an existing user, click the 2023-11-17_14-45-33 Edit user button in the last column.
  • To deactivate a user, click the 2023-11-17_14-45-44 Make user inactive button in the last column.

Edit user, Make user inactive buttons

Reactivate a user

To reactivate a user,

  • Click the filter icon in the Status column and set the filter to Inactive.
  • This will display all of your company's inactive users. Find the one you want to reactivate and click the Edit user button in the last column. 
  • You will be redirected to this user's User Profile page. There, click the Status field and select Active.
  • Click Save at the bottom of the page.

reactivating a user